Financial advisors in Middleton, WI

160 match · page 1 of 6

Adam Sweet
Financial advisor at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC · $676.4M AUM
CFP®VerifiedFinancial planning
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Angel McClarey
Financial advisor at Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC · $877.6M AUM
CFP®VerifiedFinancial planning
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Bennett Wessley
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Brennan Blecker
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Christopher Johnson
Financial advisor at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC · $676.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Peterman
Financial advisor at Prism Wealth Management
Prism Wealth Management · $46M AUM
CFP®VerifiedFinancial planning
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Daniel Kauper
Financial advisor at Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC · $877.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darrin Sharp
Financial advisor at Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC · $877.6M AUM
CFP®VerifiedFinancial planning
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David Solheim
Financial advisor at Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC · $877.6M AUM
CFP®VerifiedFinancial planning
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Eric Raether
Financial advisor at Canopy Wealth Management
Canopy Wealth Management · $1.15B AUM
CFP®VerifiedFinancial planning
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Erik Barker
Financial advisor at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC · $676.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Hamus
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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James Haygood
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Jason Buehrle
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jay Hinkens
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
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Jeffrey Supple
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeremy Appleton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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John Riley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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John Scherer
Financial advisor at Trinity Financial Planning
Trinity Financial Planning · $102.9M AUM
CFP®VerifiedFinancial planning
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Jonathan Wilson
Financial advisor at Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC · $877.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karly Costanzo
Financial advisor at Sentinel Advisory Group, LLC
Sentinel Advisory Group, LLC · $320.8M AUM
CFP®VerifiedFinancial planning
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Kathryn Schaller
Financial advisor at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC · $676.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Konrad Zagzebski
Financial advisor at Shellcrest Financial LLC
Shellcrest Financial LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lashell Lentz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Lillie Perry
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucy Cuff
Financial advisor at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC · $676.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lynne Goldsmith
Financial advisor at Googins Advisors, Inc.
Googins Advisors, Inc. · $565.5M AUM
CFP®VerifiedFinancial planning
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Mark Buchanan
Financial advisor at Canopy Wealth Management
Canopy Wealth Management · $1.15B AUM
CFP®VerifiedFinancial planning
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Megan Dorn
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Megan Harris
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Middleton, WI

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Middleton, WI.

How this list works

Before you hire an advisor in Middleton, WI